Start work on a property or engagement

You start work on a property or engagement with Start work, on its Work panel. Anyone can start the record's usual work while the record has no work. A department manager can also start other kinds of work there, and can start usual work from the No Work Yet list. The Work panel never offers a kind of work that already runs on the record.

• The record must be live. A Closed, Dead or Sandbox property, and a finished or aborted engagement, has no work to start.
• Usual work needs a default template for that kind of record. See Make a template the usual work.
• To start work as you create a record, see Setting up work on a new record.

From the record:

1. 1.
   Open the property or engagement. Its Work panel, on the right, shows Start work beside Work on this property or Work on this engagement: purple while the record has no work and its usual work is offered, plain otherwise. It shows only when something can start. While the record has no work, its Workflow page shows the same Start work in each view.
2. 2.
   Select Start work. The record's usual work is listed first, ticked, with its department. Untick what you do not want.

   Work panel · Start work

   Example · sample data

   Start work on Willow Creek Business Center

   Usual work for this property

   Property tax appeal

   Tax Appeals department · From the assessment notice to the filed appeal.

   CancelStart work

   1. 1
      Usual work. The default work for this kind of record, ticked, with its department.
   2. 2
      Start work. Starts the ticked work. Nothing starts until you select it.

3. 3.
   If you are a department manager, tick any other work you want. It is listed under Other work you can start, or under Work you can start when there is no usual work to offer. If work already runs on the record, it is listed at the top, its kinds are not offered, and the button says Start work anyway.

   Work panel · Start work, for a manager

   Example · sample data

   Start work on Harbor Lane Office Park

   Already running on this property

   • Property tax appeal · Tax Appeals department

   Work you can start

   Assessment review

   Valuation department

   CancelStart work anyway

   1. 1
      Already running. The work the record has now. Its kinds are not offered again.
   2. 2
      Work you can start. Other kinds of work your departments run, not ticked.
   3. 3
      Start work anyway. Starts the ticked work beside the work already running.

4. 4.
   Select Start work (or Start work anyway).

From the No Work Yet list (department managers):

1. 1.
   In the left menu, open WorkFlow PM and select No Work Yet.
2. 2.
   Choose the Department. If it has usual work for both, choose Properties or Engagements. To find a record, type in Search.
3. 3.
   Select Start work on the record's row. The same dialog opens, with the usual work ticked.
4. 4.
   Select Start work in the dialog.

• A message names the work that started, and its department, for example Started Property tax appeal (Tax Appeals department).
• On a record that had no work, the Work panel shows a short guide and the new tasks.
• A task whose job role one person holds shows that person. A task the client does counts as a task of the job role that records it. See Who gets each task.
• On No Work Yet, the record leaves the list.
• The new project is on Workflow Projects for its department.

• There is no Start work: the record is not live, or nothing is left for you to start. Work that already runs on the record is never offered again. A live record with no work says “A department manager can start it.” when nothing is yours to start.
• A message says “This property already has work, so its setup starts nothing more.” Someone started its work while the dialog was open. The panel shows it now.
• A message says “The work offered is no longer the default for this record, so none was started.” The department changed its usual work. Open the dialog again.
• Start work is grayed out, and a message says “Tick the work to start.” Tick at least one.
• The dialog says there is no work to start on the record now: someone started it, or the record changed. Close the dialog.
• A message says “You started work on many properties and engagements in the last hour. Try again later, or ask a department manager to start it.”